SoFi Technologies, Inc.
SOFI- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001818874
In the last 90 days, SoFi Technologies, Inc. insiders filed 0 open-market purchases and 4 sales; 925 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 716
- +23 vs. Q4 2024
- Shares held
- 521.2M
- +2.02M (+0.4%) vs. Q4 2024
- Total value
- $6.06B
- −$1.93B (−24.1%) vs. Q4 2024
- New holders
- 129
- 287 more added
- Sold out
- 106
- 198 more reduced
12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SOFI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 925 | $11.7B |
| Q1 2026 | 927 | $11.2B |
| Q4 2025 | 1,005 | $18.3B |
| Q3 2025 | 913 | $16.7B |
| Q2 2025 | 745 | $10.5B |
| Q1 2025 | 716 | $6.06B |
| Q4 2024 | 705 | $8.07B |
| Q3 2024 | 626 | $3.97B |
| Q2 2024 | 593 | $2.98B |
| Q1 2024 | 602 | $3.22B |
| Q4 2023 | 572 | $3.74B |
| Q3 2023 | 514 | $2.84B |
| Q2 2023 | 517 | $3.00B |
| Q1 2023 | 532 | $1.92B |
| Q4 2022 | 512 | $1.52B |
| Q3 2022 | 492 | $1.60B |
| Q2 2022 | 469 | $2.16B |
| Q1 2022 | 441 | $3.75B |
| Q4 2021 | 447 | $6.70B |
| Q3 2021 | 309 | $5.56B |
| Q2 2021 | 234 | $6.03B |
| Q1 2021 | 1 | $1.00K |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Slow Capital, Inc. | 92,554 | $1.08M | 0.14% | +92,554 | New |
| Apollon Wealth Management, LLC | 92,974 | $1.08M | 0.02% | +30,960+49.9% | Added |
| Highview Capital Management LLC | 93,573 | $1.09M | 0.46% | +18,791+25.1% | Added |
| Kemnay Advisory Services Inc. | 94,356 | $1.10M | 0.21% | +94,356 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,972 | $1.12M | 0.01% | +96,972 | New |
| Fiduciary Alliance LLC | 96,944 | $1.13M | 0.11% | +96,944 | New |
| Integrated Wealth Concepts LLC | 98,177 | $1.14M | 0.01% | +11,689+13.5% | Added |
| Truist Financial Corp | 98,778 | $1.15M | 0.00% | −192−0.2% | Reduced |
| Perennial Investment Advisors, LLC | 100,717 | $1.17M | 0.13% | −1,290−1.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 101,023 | $1.17M | 0.34% | +100,984+258,933.3% | Added |
| Public Employees Retirement Association of Colorado | 102,103 | $1.19M | 0.01% | 00.0% | Unchanged |
| Options Solutions, LLC | 102,725 | $1.19M | 0.57% | −9,193−8.2% | Reduced |
| CI Private Wealth, LLC | 103,222 | $1.20M | 0.00% | +15,604+17.8% | Added |
| Capital Advisors Wealth Management, LLC | 110,702 | $1.29M | 0.23% | −1,185−1.1% | Reduced |
| Oak Thistle LLC | 116,901 | $1.36M | 0.27% | +91,176+354.4% | Added |
| Miller Financial Services LLC | 117,866 | $1.37M | 1.97% | +362+0.3% | Added |
| D.A. Davidson & Co. | 121,330 | $1.41M | 0.01% | +12,322+11.3% | Added |
| Alliance Wealth Advisors, LLC | 122,088 | $1.42M | 0.37% | −300−0.2% | Reduced |
| GatePass Capital, LLC | 122,500 | $1.42M | 1.07% | +21,500+21.3% | Added |
| Nations Financial Group Inc, | 123,502 | $1.44M | 0.11% | −172,670−58.3% | Reduced |
| Pegasus Asset Management, Inc. | 123,887 | $1.44M | 0.58% | +9,499+8.3% | Added |
| Intellus Advisors LLC | 125,433 | $1.46M | 0.25% | −789−0.6% | Reduced |
| Creative Planning | 125,863 | $1.46M | 0.00% | +43,570+52.9% | Added |
| Virginia Retirement Systems Et Al | 127,895 | $1.49M | 0.01% | +127,895 | New |
| Quantinno Capital Management LP | 130,023 | $1.51M | 0.01% | +36,274+38.7% | Added |
| Axq Capital, LP | 130,434 | $1.52M | 0.61% | +100,791+340.0% | Added |
| Beacon Pointe Advisors, LLC | 131,729 | $1.53M | 0.02% | −42,145−24.2% | Reduced |
| Acorn Financial Advisory Services Inc | 135,089 | $1.57M | 0.28% | −6,296−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 137,510 | $1.60M | 0.00% | −52,729−27.7% | Reduced |
| LM Advisors LLC | 139,627 | $1.62M | 0.29% | +11,822+9.3% | Added |
| Belmont Capital, LLC | 140,000 | $1.63M | 0.29% | −102,350−42.2% | Reduced |
| Nisa Investment Advisors, LLC | 141,700 | $1.65M | 0.01% | 00.0% | Unchanged |
| Burney Co | 146,579 | $1.70M | 0.06% | +44,900+44.2% | Added |
| Janney Montgomery Scott LLC | 147,931 | $1.72M | 0.00% | +22,187+17.6% | Added |
| Vontobel Holding Ltd. | 147,955 | $1.72M | 0.01% | +45,594+44.5% | Added |
| Rakuten Securities, Inc. | 148,461 | $1.73M | 0.87% | +59,494+66.9% | Added |
| CMG Global Holdings, LLC | 140,389 | $1.73M | 1.13% | +61,443+77.8% | Added |
| Kestra Advisory Services, LLC | 150,543 | $1.75M | 0.01% | −5,985−3.8% | Reduced |
| Consolidated Investment Group LLC | 151,085 | $1.76M | 0.27% | +13,085+9.5% | Added |
| Wealthfront Advisers LLC | 151,800 | $1.77M | 0.00% | +27,456+22.1% | Added |
| Mfg Wealth Management, Inc. | 156,277 | $1.82M | 1.74% | +33,887+27.7% | Added |
| SG Americas Securities, LLC | 156,465 | $1.82M | 0.01% | +21,590+16.0% | Added |
| Warm Springs Advisors Inc. | 160,000 | $1.86M | 1.87% | 00.0% | Unchanged |
| Van Eck Associates Corp | 161,323 | $1.88M | 0.00% | +12,613+8.5% | Added |
| Independent Financial Group, LLC | 161,741 | $1.88M | 0.06% | −26,879−14.3% | Reduced |
| Pictet Asset Management Holding SA | 163,170 | $1.90M | 0.00% | +15,712+10.7% | Added |
| SEI Investments Co | 167,210 | $1.94M | 0.00% | +104,004+164.5% | Added |
| Mark Asset Management LP | 170,000 | $1.98M | 0.30% | −350,513−67.3% | Reduced |
| Bridgeway Capital Management, LLC | 170,800 | $1.99M | 0.05% | +170,800 | New |
| RFG Advisory, LLC | 171,398 | $1.99M | 0.05% | +129,467+308.8% | Added |
| Norris Financial Group, LLC | 172,182 | $2.00M | 0.93% | −87,170−33.6% | Reduced |
| Concurrent Investment Advisors, LLC | 173,739 | $2.02M | 0.05% | +80,758+86.9% | Added |
| Utah Retirement Systems | 175,300 | $2.04M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 183,190 | $2.10M | 0.01% | −689−0.4% | Reduced |
| Intech Investment Management LLC | 180,798 | $2.10M | 0.02% | +20,056+12.5% | Added |
| HighTower Advisors, LLC | 184,483 | $2.15M | 0.00% | −17,869−8.8% | Reduced |
| Voya Investment Management LLC | 184,665 | $2.15M | 0.00% | +2,186+1.2% | Added |
| Catalyst Funds Management Pty Ltd | 191,300 | $2.22M | 0.58% | +173,000+945.4% | Added |
| EP Wealth Advisors, LLC | 192,811 | $2.24M | 0.02% | −93,650−32.7% | Reduced |
| GWM Advisors LLC | 195,360 | $2.27M | 0.01% | +31,360+19.1% | Added |
| Jump Financial, LLC | 195,727 | $2.28M | 0.03% | −661,988−77.2% | Reduced |
| Qsemble Capital Management, LP | 197,124 | $2.29M | 0.24% | +176,809+870.3% | Added |
| Prentice Capital Management, LP | 199,581 | $2.32M | 4.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 201,453 | $2.34M | 0.11% | +201,453 | New |
| Atria Wealth Solutions, Inc. | 203,504 | $2.37M | 0.03% | −96,390−32.1% | Reduced |
| Mercer Global Advisors Inc | 205,302 | $2.39M | 0.01% | +32,318+18.7% | Added |
| KLP Kapitalforvaltning AS | 209,100 | $2.43M | 0.01% | +4,100+2.0% | Added |
| Firethorn Wealth Partners, LLC | 229,008 | $2.66M | 1.27% | +28,692+14.3% | Added |
| Simplicity Wealth,LLC | 229,303 | $2.67M | 0.21% | +229,303 | New |
| QRG Capital Management, Inc. | 236,615 | $2.75M | 0.03% | −44,176−15.7% | Reduced |
| Oppenheimer & Co Inc | 242,154 | $2.82M | 0.04% | −123,285−33.7% | Reduced |
| Handelsbanken Fonder AB | 245,100 | $2.85M | 0.01% | −7,000−2.8% | Reduced |
| Quantitative Investment Management, LLC | 246,139 | $2.86M | 0.26% | +246,139 | New |
| Teacher Retirement System of Texas | 247,693 | $2.88M | 0.01% | +65,854+36.2% | Added |
| PDT Partners, LLC | 248,690 | $2.89M | 0.21% | −41,867−14.4% | Reduced |
| Great West Life Assurance Co | 248,552 | $2.90M | 0.01% | +17,859+7.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 258,649 | $3.01M | 0.01% | −18,744−6.8% | Reduced |
| Summit Trail Advisors, LLC | 265,947 | $3.09M | 0.10% | −11,588−4.2% | Reduced |
| Jain Global LLC | 266,532 | $3.10M | 0.06% | +141,386+113.0% | Added |
| MML Investors Services, LLC | 269,019 | $3.13M | 0.01% | −939,041−77.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 276,612 | $3.22M | 0.01% | −278−0.1% | Reduced |
| Private Advisor Group, LLC | 278,786 | $3.24M | 0.02% | +1,242+0.4% | Added |
| Estate Counselors, LLC | 286,025 | $3.33M | 0.34% | +286,025 | New |
| CAPROCK Group, Inc. | 290,362 | $3.38M | 0.10% | −40,312−12.2% | Reduced |
| Arizona State Retirement System | 295,701 | $3.44M | 0.02% | +1,907+0.6% | Added |
| American Century Companies Inc | 296,556 | $3.45M | 0.00% | +7,358+2.5% | Added |
| Well Done, LLC | 224,000 | $3.45M | 0.63% | −580−0.3% | Reduced |
| Walleye Capital LLC | 297,654 | $3.46M | 0.04% | −60,236−16.8% | Reduced |
| Old Second National Bank of Aurora | 306,173 | $3.56M | 0.84% | −2,970−1.0% | Reduced |
| Jones Financial Companies LLLP | 304,137 | $3.60M | 0.00% | +87,076+40.1% | Added |
| Colony Group, LLC | 314,342 | $3.66M | 0.01% | +12,831+4.3% | Added |
| AlphaStar Capital Management, LLC | 315,733 | $3.67M | 0.37% | +16,287+5.4% | Added |
| Canada Pension Plan Investment Board | 316,100 | $3.68M | 0.00% | +316,100 | New |
| Federation des caisses Desjardins du Quebec | 319,187 | $3.71M | 0.02% | +29,030+10.0% | Added |
| Algert Global LLC | 321,447 | $3.74M | 0.09% | +11,080+3.6% | Added |
| Public Employees Retirement System of Ohio | 328,929 | $3.83M | 0.01% | −34,280−9.4% | Reduced |
| CSS LLC | 330,019 | $3.84M | 0.27% | −8,194−2.4% | Reduced |
| Wolverine Trading, LLC | 324,064 | $3.84M | 0.12% | +236,492+270.1% | Added |
| Reynders McVeigh Capital Management, LLC | 335,606 | $3.90M | 0.22% | +128,967+62.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 338,841 | $3.94M | 0.01% | +338,841 | New |